Elville and Associates to Host Series of Estate Planning Workshops October 22nd – 24th in Columbia/Ellicott City

September 23, 2019

By – Jeffrey D. Stauffer – Community Relations Director – jeff@elvilleassociates.com, 443-393-7696 x117, @elvilleassoc   WHEN and WHERE — CHOOSE FROM ONE OF THREE DATES: Tuesday, October 22nd — 7 – 8:30 p.m. at the Sheraton Columbia Town Center — 10207 Wincopin Circle, Columbia 21044 Wednesday, October 23rd — 10 – 11:30 a.m. at Turf …

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Social Security Benefit Regulations for a Retired Parent and His/Her Spouse of Children with Special Needs

August 22, 2019

Authored by:  Stephen R. Elville, Esq. – Elville and Associates, P.C. – 443-393-7696, steve@elvilleassociates.com, @elvilleassoc When a parent of a child with special needs retires and begins receiving Social Security retirement benefits, the child may qualify for Social Security Disability Insurance (SSDI) based on the parent’s work record if the child’s disability manifested itself before …

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The Ins and Outs of Family Members Being Paid as Caregivers from Special Needs Trust Funds

July 29, 2019

Authored by: Stephen R. Elville, Esq. — Elville and Associates, P.C.– 443-393-7696, steve@elvilleassociates.com, @elvilleassoc Trustees of special needs trusts are often approached by family members of trust beneficiaries who would like to be paid as caregivers for the beneficiaries. While the Social Security Administration (SSA) currently does not explicitly prohibit payment of family caregivers from …

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Olivia R. Holcombe-Volke Recognized for Pro Bono Estate Planning Work

July 13, 2019

At Elville and Associates, P.C., we couldn’t be more proud of Partner Olivia Holcombe-Volke for her tireless pro bono estate planning work with the Maryland Volunteer Lawyers Service. Olivia is a true advocate for those in need of assistance, and the link to the article below captures the essence of the need for more people …

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Which Estate Planning Process Is Right for You? The Answer Lies Within Your Goals …

July 9, 2019

Authored by: Stephen R. Elville, Esq. — Elville and Associates, P.C. — 443-393-7696, steve@elvilleassociates.com, @elvilleassoc Many people 65 years of age and over are subconsciously aware of the vulnerability of their assets, including retirement plan assets (IRAs, 401(k)s, 403(b)s, and other Qualified Plans) to Medicaid (long-term care) spend down and dissipation. This awareness carries over …

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The 2010 Maryland Power of Attorney Act – A Gamechanger

July 8, 2019

Authored by:  Stephen R. Elville, Esq. – Elville and Associates, P.C. – 443-393-7696, steve@elvilleassociates.com, @elvilleassoc In 2010 the Maryland Power of Attorney Act changed the law, and changed the way we think about powers of attorney in Maryland.  This game-changing law sets forth accountability standards for agents to their principals and provides that powers of …

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The Secure Act and Its Potential Income Tax Effect on Clients’ Estate Planning – Seven Important Opportunities

Authored by: Stephen R. Elville, Esq. — Elville and Associates, P.C. — 443-393-7696, steve@elvilleassociates.com An unprecedented situation is underway – the Secure Act may impact estate planning in a significant way – in particular, estate planning for retirement plan assets. The Secure Act (House of Representatives’ version – the 10-year plan) recently passed through the …

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